Best Investors
Account
Sign in
Best Investors
Account
Sign in
51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-07-23 |
| WA | RA | APPROVED | 2017-02-03 |
Branch Locations
2019 Mill Green Court Se, Mill Creek, WA 98012 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance | Bellevue | WA | 05/2005 | Present |
| Nylife Securities Inc. | Bellevue | WA | 07/2005 | Present |
| Eagle Strategies Llc | Bellevue | WA | 02/2017 | Present |
| Ruland Financial Strategies | Mill Creek | WA | 09/2019 | 12/2019 |
[INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; INSURANCE BROKER; INVESTMENT RELATED; 1-2 HOURS MONTH] [The Pointe Home Owners Association; Home Owners Association board; 2019 Mill Green Ct SE, Mill Creek, WA 98012; Start Date 01/2023; Role/Title: Board Member; Not Investment Related; 3 hours per month; 0 hours per month during securities trading hours; vice-president -- administer the HOA is compliance with the CCR's of The Pointe.]
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-07-30 |
Reach out to this advisor